Excel® Tips and Tricks

Category: Excel®

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Excel Template or Macro? When to use each!





Categories: Excel®, Macros

A lot of Excel users are confused about when to use macros and when to create templates.  A macro is a recording of formatting changes and other steps that can be replayed quickly. A template is a pre-formatted spreadsheet with headers and formulas – awaiting your data. I find that whichever one you know how […]

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Calculations Without the Formulas!





Categories: Excel®

Some people use Excel because they LIKE numbers and math.  Some use Excel because they DON’T! Nick counts on Excel to do the mathematical heavy lifting.  He needs to calculate rows of data, but the thought of creating formulas and then checking the answers seems daunting.  If you feel the same way, you might like […]

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Hidden Security Options in Excel





Categories: Excel®

If you have any experience in Excel, then you have probably found a few reasons to want to secure your workbooks.  Here’s an example of what happened to Mary.  She spent weeks making the perfect worksheet for her sales team to collect data about their sales.  Then, accidentally, one of the sales reps deleted five […]

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Create a Custom AutoFill Series in Excel





Categories: Excel®

Excerpted from QuickClicks Microsoft Excel 2016 Reference Guide You have a set of offices and sales regions, products and specific business time units (quarters, semi-annual) that you enter repeatedly. AutoFill would be helpful, but the default AutoFill lists do not contain these terms. What can you do? Create a customized AutoFill list. When you have […]

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Spotlight Excel Formula: Convert Text to Numbers





Categories: Excel®, Formulas

Numbers stored as text can present problems for lookup formulas and regular calculations. There are a few ways to convert Text to Numbers in Excel using a formula. We’ll look at three separate scenarios and see how we can use a formula to make things work the way they should. Download ConvertTexttoNumbers.xlsx and try out […]

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Create a 3-D Power Map in Excel





Categories: Charts, Excel®

Microsoft’s latest release of Excel has some powerful updates. Our latest 2016 highlight is the popular Power Map add-in. This feature can plot geographic and temporal data on a globe or custom map in a three-dimensional presentation. You can view data changing over time and create animated presentations called “tours”. Imagine you’re creating a presentation […]

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Secondary Axis Charts in Excel





Categories: Charts, Excel®

If you have two data series that are related, but not comparable, it might be tough to chart it. For example, let’s say you have data representing the sales of products. You also have the production costs. When you subtract the production cost from the sales data, you get the gross profit. Divide this remainder […]

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